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Research & Insight

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Since 1992, CMG has embraced uncommon solutions – the application of tactical investments as part of a progressive diversification philosophy – to help investors successfully navigate the challenges of today’s investment world.

To enlighten those decisions, we make our insights, opinions, and research available in a variety of forms: Newsletters, white papers, economic commentary and weekly market updates. It’s a great library of information and it’s open 24/7/365. That way, you can drop by anytime.

  • On My RadarSteve's weekly debriefing identifies the most relevant market events of the past week and discusses how he sees these events impacting the market.See all On My Radar debriefings
  • Trade SignalsFocused on identifying the short, intermediate and long-term trends in the investment markets: equities, fixed income, currencies, commodities and gold. See all Trade Signals

Most Recent Stories

OMR: A Macro Kid In A Candy Store - 04-26-2024

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  April 26, 2024 By Steve Blumenthal “The greatest wealth is created by being an early investor in innovation. Making that investment requires believing in something before the majority of people understand it. You will be mocked, ridiculed & criticized for your non-consensus [...]Read More >

On My Radar: Buckle Up - 04-19-2024

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  April 19, 2024 By Steve Blumenthal "World peace must develop from inner peace. Peace is not just mere absence of violence. Peace is, I think, the manifestation of human compassion." – Dalai Lama XIV   I've been writing about the growing geopolitical challenges, mainly a rising [...]Read More >

On My Radar: Understanding Private Credit - 04-5-2024

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  April 5, 2024 By Steve Blumenthal “It isn't so much that hard times are coming; The change observed is mostly soft times going.”  – Groucho Marx This is big. Lights on. Matters. First, the news, then the explanation. On March 5, ISDA submitted a letter to the Board of [...]Read More >

On My Radar: The Fed and The Cup Half Full - 03-22-2024

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  March 20, 2024 By Steve Blumenthal “While Powell seemingly can't wait to cut rates to take some edge off the current levels, at the end of the day, about half the committee wants 3 cuts this year and about half put its dots in for 2, about where we stood before the meeting in terms [...]Read More >

On My Radar: Boockvar, Habib and Dalio’s No Bubble - 03-1-2024

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  March 1, 2024 By Steve Blumenthal "When we talk about the bond vigilantes calling the government to task, we’re talking about this. The government needs to fund itself, and the task is getting more challenging." ­­– Steve Blumenthal, On My Radar Feb 23, 2024 I want to reiterate a [...]Read More >

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No Solicitation or Investment Advice: The material contained on this website is for informational purposes only and CMG is not soliciting any action based upon such material. The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.
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